Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 294 results for "Advice services"

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... architect of IOOF's responsible investing 'ESG' investment philosophy," Centrepoint Alliance group executive of advice services and solutions Kate Anderson said. Prior to IOOF, he worked at Challenger's multi-boutique business Fidante Partners and at ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... expressed strong interest in intra-fund advice. Nationwide, one-in-six Australians said they currently use intra-fund advice services offered by their main super fund. Among those who don't, 37% intend to take up this service, particularly young superannuation ...

Challenges on the horizon for CountPlus

ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... model means that Count Financial and its member firms will need to pivot to charging a sustainable fee for their advice services. "Count Financial is expected to continue to be profitable in FY2021, however a reduction in earnings in FY2021 may take ...

Generation gap opens up in financial advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... improve its advice and education services. Only 36% of respondents said their super fund does already provide advice services and they had sought these services recently. The pandemic has seen people's attitudes to their retirement savings shift, probably ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... when it comes to the adoption of robo-advice, with just 7% of active online investors in the nation using robo-advice services in some shape or form. Compared with the US (23%) and even the UK (13%) Australia appears to be a fair way behind. The findings ...

CountPlus acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
CountPlus member firm CountPlus One has made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus ...

Former Cbus advice head launches referral program

KANIKA SOOD  |  FRIDAY, 8 MAY 2020
... other service organisations with financial planning groups. fpCentral, offered by Harper's firm Financial Advice Services Institute (FASI), will connect the two sides via an online login that allows advisers to manage referrals, reporting and operational ...

COVID-19 creates case for robo-advice

ELIZABETH MCARTHUR  |  THURSDAY, 7 MAY 2020
... After ASIC issued a stark warning to people using retail broking services to try their hand at day trading, robo-advice services and financial advisers say this is why financial support needs to be accessible. ASIC observed an average of 4675 new identifiers ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... Centrepoint after less than two years, having both joined in late 2018. In a note, Centrepoint Alliance group executive advice services and solutions Kate Anderson said the decisions of Herold and Stamatopoulos were good career moves for each of them ...

Industry funds a bright spot for advisers

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
... think that will continue," he said. Gordon suggested that as industry funds continue to grow through mergers the advice services their diverse member base might require are likely to expand. "There seems to be a high level of trust of industry funds ...